AS
financial advisor
Small-Business (50 or fewer emp.)
Originally submitted 12/17/2020
"easy to understand"
5/5
What do you like best about Envestnet | MoneyGuide?

short learning curve, easy for clients to understand Review collected by and hosted on G2.com.

What do you dislike about Envestnet | MoneyGuide?

input isnt the easiest but will integrate with other software to relieve some of the burden Review collected by and hosted on G2.com.

Envestnet | MoneyGuide

See what 22 reviewers think of Envestnet | MoneyGuide

4.0 out of 5 · Verified reviews from real users

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